See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,899 | $44,473-77.7% | $76,523-87.1% | $55,725-82.2% |
| Participation rate | 6.8% | 51.0%-44.2pp | 68.0%-61.2pp | 70.9%-64.1pp |
| Annual return | 0.89% | -2.01%+2.9pp | -0.27%+1.2pp | 244.93%-244.0pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $325 | $1,988-83.7% | $3,835-91.5% | $3,356-90.3% |
| Admin fee / account holder | $9 | $134-93.2% | $4,848-99.8% | $115-92.1% |